Table of Contents [Hide/Show]       1. Escalation Rule Entry: Using Mail Merge Templates       2. Creating a Double Opt-In Email Campaign       3. How to create an autoresponder series

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1. Escalation Rule Entry: Using Mail Merge Templates

The email body within Escalation Rule Entries may use the following template tags, which are merged at mail send time:

{!Registration_Type} (Replaced with "Lead" or "Opportunity")
{!Registration_AssignedDate}
{!Registration_ExpirationDate}
{!Registration_Stage}
{!Registration_AssignedPartner}
{!Registration_AssignedContact}

{!Lead_FirstName}
{!Lead_LastName}
{!Lead_Email}
{!Lead_Company}

{!Opportunity_Name}
{!Opportunity_Stage}
{!Opportunity_NextStep}
{!Opportunity_Type}


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2. Creating a Double Opt-In Email Campaign

Double opt-in email campaigns require customers to initiate 2 separate interactions before gaining access to portal materials or receiving email newsletters.

A double opt-in filter will also prevent malicious attempts to subscribe people to email newsletters that they do not wish to receive.

A typical double opt-in campaign executes with the following flow of events: 1) Customer submits a web form requesting more information or a newsletter. Opt In status is set to 'false' by default. 2) Customer receives an email asking them to confirm their request. 3) Customer clicks on confirmation link and Email Opt In status is converted to true.

To create a double opt-in campaign:

1) Create a web form. Select the checkbox 'Opt-Out from future emails on enroll'.
2) Create an auto-responder series with 1-N responses. The first email in the auto-responder must contain a link in the following format:

<a href="http://[portal domain]/go.aspx?uid=#Profile.ProfileID#&optin=1&go=[Redirect URL]>Click here to activate your subscription</a>

3) Create a Dialogue rule that associates a segment (such as 'Everyone') with an auto-responder series.
4) Drag the Dialogue rule onto the web form.
5) Create a landing page to be viewed by customers upon opt-in (identified as Redirect URL in step 2).


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3. How to create an autoresponder series

An autoresponder series is a series of emails sent to an individual portal member over a period of several days, weeks, or months.

An example of using autoresponder series is in response to a lead downloading a trial version of software or a white paper.

To create an Autoresponder Series:
1. Expand the Emails node in the Portal Explorer and right click on the Auto Responders node or an Autoresponder category
2. Select "Create new Autoresponder"
3. Provide a Title and Description for the autoresponder and click "Save Changes"
4. Drag and drop an email template onto the new autoresponder in the Explorer tree (This creates a copy of the template for use in the 5. autoresponder)
5.Click on the email template link and provide the Email Title, Subject, From Name, From Address, and email body.
6. Return to the autoresponder and click on the Sent X Days... link.
7. Define precisely when the email will be sent relative to the previous email event.
8. Repeat steps 4-7 to create an autoresponder series.


Note that in step 7, the email sent time is relative to the previous event, not the first event. This means if you want to send a follow-up email every 7 days after a Lead downloads a product, each email must be defined as being sent after 7 days. An incorrect configuration would define emails as being sent 7, 14, and 21 days.

Clicking the up and down arrows moves the autoresponder up or down within the series list. Clicking the X image will delete the autoreponder and corresponding email.

Auto Responder